+45.7%
DUK vs UEC
+122.3%
-76.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | 0.0% |
| 7D | -0.7% | -9.4% | +8.8% | -0.7% |
| 30D | -2.4% | -8.0% | +5.6% | -2.5% |
| 3M | -3.0% | -1.7% | -1.3% | -3.0% |
| 6M | -6.6% | -26.1% | +19.6% | -6.5% |
| YTD | +4.6% | -10.5% | +15.1% | +4.5% |
| 1Y | +1.2% | -13.3% | +14.5% | +1.2% |
| 3Y | +45.7% | +116.4% | -70.7% | +37.7% |
| All | +45.7% | +122.3% | -76.7% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling